Macro Strategy: Riding The Tailwinds
Positive momentum continues as bond yields fell on global trends, driven by rate cut expectations and more dovish policy shifts.
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BRIDS Market Pulse - Monday, 11 August 2025
JCI finished the week flat (-0.1% w-w), underperforming most of the EM peers. Despite positive surprise from 2Q25 GDP numbers...
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Metal Mining: Ore Premium Reversal in Jul25
Nickel ore price has risen +19% YTD, while NPI declined -2%, pressuring non-integrated mines from inventory stocking at thin margins.
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Metal Mining: Proposed Royalty Hike Will Pressure FY25 Earnings (NEUTRAL)
The MEMR on Saturday 8th Mar25 officially proposed an increase in royalty rate for Coal, Nickel, Copper, Gold, Silver, and Tin.
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Metal Mining: 4Q24 preview: A Softer Quarter on Easing Commodity Prices (NEUTRAL)
We estimate a slightly weaker 4Q24 earnings trend from declining ASPs, though some companies excel through soaring sales volume.
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